• Skip to main content
  • Skip to primary sidebar
  • About This Website
    • A polite reminder
  • How To
    • Use this website and benefit from the subscription option
    • Pick a financial adviser
    • Ensure your investment adviser is delivering good value
    • Get expert help with running your own portfolio
    • Pick a ‘tax wrapper’
    • Pick a Trading Platform
    • Diversify a portfolio in today’s world
    • Invest in line with your conscience
    • Research (screen for) a specific fund requirement (m)
    • Pick a fund for the future or how to be a contrarian (m)
    • Find the ‘next best thing’ and make rational sell decisions (fund switching) (m)
    • Time investment sales (skim profits) (m)
    • Interpret a Morningstar X-Ray (m)
    • Use Trustnet for Research (m)
    • How to review a neglected portfolio when the world has moved on (m)
  • *Important Information*
  • Real World
    • A Frank Introduction to Investing
    • Costs
    • Investment Risk – Your Starter For 10
    • How are advisers fees worked out?
    • 10+ top tips for investors
    • An actual portfolio review (m)
    • Benchmarks – a thorny subject
    • Disinvestment from fossil fuel businesses – are there better options?
  • Tales of the Unexpected
    • Lola
    • Round and Round the Mulberry Bush
    • FOMO (Fear of Missing Out) and the lazy mind.
    • Property Development Schemes
  • For More Experienced Investors
  • Glossary with a Difference
  • Member Only Content (M)
    • Example of simple cash flow planner (m)
    • Long Reads
      • What is market shorting and is it a bad thing?
      • How to conduct a periodic portfolio review (m)
      • Investing without management (passively) – a better way? (m)
  • Portfolios and Funds (m)
    • Lessons in Portfolio Construction and Maintenance – Introduction
      • High Level Asset Allocation
      • Selecting Funds
      • Cash Flow and Tax Issues in Portfolio Construction
      • Setting Objectives and Understanding Risks
      • A suggested portfolio for Alex Bright
  • Multi Asset Academy (m)
    • Some basic basics
    • Who are Vanguard?
    • Are multi-asset funds expensive?
    • Cheap and cheerful?
    • Its all about asset allocation, but…
    • Myth and misunderstandings
    • Taking money out of multi asset funds – the pros and cons
    • Distribution funds – the forerunner of multi asset investing?
    • DIY Multi Asset – adding risk controls
    • Benchmark Fog
  • Member Login
  • Logout

Its Not Harry

Comment and opinion for retail investors in the UK

Watching Brief – March 2024

1st March 2024 by Mark Potter Leave a Comment

Reflections

I have been thinking about making some changes and below I outline my plans.

Time flies….

This web site has now been fully up and running for 6 years.  For subscribers, it includes 101 permanent articles and 447 blog posts.   It now represents a fairly significant reference resource and although it is essentially updated now by a rolling blog, the WordPress search facility is usually good enough to access several articles on a range of topics that might be of interest to retail investors. 

Time for a ponder

A small element of the content is not 100% up to date and at some stage I will do some weeding and a bit of update editing, but I don’t think there is anything that could be misleading. 

I myself often refer back to posts I wrote 12 months or 24 months ago and am proud to say that I get more right than wrong when looking forward and I am also satisfied that I regularly repeat the ‘golden rules’ that investors ought to always bear in mind. 

Here are just a couple of examples of content that I think is ‘evergreen’.  Some newer subscribers may come to these posts for the first time.

  • The article on the site ‘10+ top tips for investors’ (under the Real World tab/menu) might even be worth copying to a document file and printing as an aide-memoire!
  • If you like fables with a little satirical humour, you might find my story about market timing called ‘A fable for investors’ which I wrote in March 2020 to be an amusing if slightly testing read over a cup of coffee.  Those of you who were able to buy assets from cash reserves in the dark days of 2022 will recognise who you are in the family of 6 very different people featured in the tale.

You need to be logged in to view the rest of the content. Please Log In. Not a Member? Join Us

Filed Under: Uncategorised

Reader Interactions

Click here to cancel reply.

You must be logged in to post a comment.

Primary Sidebar

Recent Posts

  • Mid-month Musings – September 2026
  • Deep Dive – September 2026
  • Mid Month Musings with Mark (not me!)
  • Thank You
  • Deep Dive – August 2026

Archives

Categories

  • Academic theory
  • Announcements
  • Asset Allocation
  • Basics
  • Cost of investing
  • Economics
  • Education
  • Funds
  • House rules
  • Humour
  • Innovation
  • Markets
  • Members Only
  • Monthly commentary
  • News
  • Opinion
  • Passives and Trackers
  • Politics
  • Portfolios
  • Rants
  • Research tools
  • Site Content
  • Sustainability/ESG
  • Trading
  • Uncategorised